Waypoint Wealth Partners’s Bank of America BAC Stock Holding History

Waypoint Wealth Partners’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-22,215	Closed	-$608K	–	76
2023 Q3	$608K	Buy	+22,215	New	+$657K	0.21%	31

Other funds holding BAC

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Waypoint Wealth Partners's BAC Position: Q4 2023 in Review

Waypoint Wealth Partners sold out of Bank of America (BAC) in Q4 2023, closing a stake of 22,215 shares — an estimated $608K sold.

Waypoint Wealth Partners first reported a position in BAC in Q3 2023 and held it in 1 quarter. The position peaked at $608K in Q3 2023. 2,857 funds tracked by Wall St. Rank hold BAC as of Q4 2023.

Waypoint Wealth Partners reported no remaining Bank of America position as of Q4 2023 after selling out during the quarter.
Waypoint Wealth Partners sold 22,215 Bank of America shares in Q4 2023, an estimated $608K.
Waypoint Wealth Partners first reported a position in Bank of America in Q3 2023 and held it in 1 quarter.
Waypoint Wealth Partners's Bank of America position peaked at $608K in Q3 2023.
2,857 funds tracked by Wall St. Rank held Bank of America as of Q4 2023.

Based on Waypoint Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.